Posted by ipomember > 2013-09-09 11:45 | Report Abuse

lol. some points are misleading.

Posted by limnagalim > 2013-09-09 12:01 | Report Abuse

Hot tips from Warren Buffett this year.juz buy it.As an investor,we all earn money on this company.See you at annual general meeting 2013.

Posted by chiam4192 > 2013-09-09 12:17 | Report Abuse

Good recommendation and deep details

Posted by morivae > 2013-09-09 12:31 | Report Abuse

So many misleading info. 40% of market share doesn't mean the whole country population figure but instead the targeted group market share. The company have 1000 outlet with average month rental of RM300 per month? So does this means that some company actually cost LESS than RM300 per month?

Posted by limnagalim > 2013-09-09 13:00 | Report Abuse

The company have stable sale revenue above RM100,000,000.Rental of RM300 per month per shop.It is a very low rental cost,compare to Padini or forest.Because Cheetah doesn't rent a shop at expensive place like Bukit bintang,Plaza Lowyat.They rent at supermarket like the store,carrefour,giant...

Posted by ipomember > 2013-09-09 13:36 | Report Abuse

is it a shop or department store? furthermore "就算是公司倒了,我们也可以拿回衣服.譬如, 如果我们投资 RM1000, 就算公司倒了,我们还可以拿回50件 RM20 的衣服." is misleading. because if a company bankrupt, creditor will be the first one to be paid, not shareholders,and the asset(be it current asset like inventory or non current asset), will be liquidated where inventory will be selling in cheap price. Who is that to define the clothes worth RM20? Do you think if Cheetah bankrupt the inventory will be in good condition? The inventory must be piled up long ago and worn and torn.. just my 2 cents added

Posted by limnagalim > 2013-09-09 13:54 | Report Abuse

Rental cost include all supermarket and shop.Cheetah has low liability that is only RM30,000,000,they has cash RM35,000,000.So,if cheetah bankrupt,after deduct all liability and cost,cheetah still have inventory.Their inventory is clothes.So,shareholder can request for this clothes.

Posted by ipomember > 2013-09-09 14:04 | Report Abuse

lol. ur case is, if Cheetah bankrupt...

Posted by limnagalim > 2013-09-09 14:24 | Report Abuse

We do think the bad situation first,then only think win more money.what if cheetah not bankrupt?They will continue have constant revenue.All 2000 people shareholders will buy their clothes and earn huge money in their investment.All cheetah shareholders will proud when they think back they make a right decision in the future time like year 2015.

Posted by Stock Operator > 2013-09-09 14:29 | Report Abuse

lol, sunset industry. want to cheat my money. con man..

Posted by ipomember > 2013-09-09 14:29 | Report Abuse

I think you didnt get my point, but this is ok, good luck to your investment limnagalim.

Posted by lazycat > 2013-09-09 14:30 | Report Abuse

ipomember, i agree with you about "就算是公司倒了,我们也可以拿回衣服.譬如, 如果我们投资 RM1000, 就算公司倒了,我们还可以拿回50件 RM20 的衣服." is misleading

Posted by limnagalim > 2013-09-09 14:37 | Report Abuse

What listed company can you recommend?if your portfolio company is better than me,i will invest in your company also.can you explain the advantage of your invested company?

Posted by HJey > 2013-09-09 14:40 | Report Abuse

i'm outsider but i'm familiar with retail sales.

stop for a while, and give me time to write

if you want to continue bashing each other after this, please do so.

but give me some time

Posted by ipomember > 2013-09-09 14:40 | Report Abuse

lol limnagalim nobody is saying Cheetah is not good, can you see the purpose of discussion?

Posted by ipomember > 2013-09-09 14:41 | Report Abuse

alright wait for Hjey to enlighten us

Posted by lazycat > 2013-09-09 14:43 | Report Abuse

unless u admit your mistake and go edit your blog content, in the meantime nobody going to answer you as it is waste of time.

Posted by HJey > 2013-09-09 14:49 | Report Abuse

I start with limnagalim.

You probably not familiar with retail sales. Cheetah's business model is based on consignment sales. The counter you see inside supermarket or departmental stores is consignment-based-counter. There is profit sharing between Cheetah & retailers for each sales. This is called trading agreement. There is no rental fee paid by Cheetah to retailer.

Cheetah has their own boutique shop, i.e in Mines. There is no profit sharing as all sales belongs to Cheetah. Cheetah needs to pay rental for the shop.

Cheetah is strong in consignment not on boutique shop. Profit margin is higher for boutique shop and costs too.

If you looking for boutique shop based business, then it's Padini.

Wait, let me take a breath..

Posted by ipomember > 2013-09-09 14:51 | Report Abuse

very fair

Posted by limnagalim > 2013-09-09 14:54 | Report Abuse

my blog have 500 people view already.if you not buy now.other people will profit from it also.

Posted by HJey > 2013-09-09 14:56 | Report Abuse

There are pros and cons for each model but i give this a skip. You can google search yourself.

That's why Cheetah has small liability and the ability grow their business is small. The way to grow is to follow Padini's business concept.

As Cheetah has been offering cheap clothes, they will have trouble in shop based business. Why?

Our perception on Cheetah as cheap clothes. To change this perception, Cheetah must invest heavily into branding and change our perception. This depends on management.

Best Case Study is Lacoste. Lacoste was formerly known as Crocodile.

2nd break.....

Posted by Stock Operator > 2013-09-09 14:57 | Report Abuse

lol 500 ppl buy 1 lot each... lol. why so upset if ppl dont buy the counter you recommend? if counter good, ppl will buy, no need you to recommend.

Posted by ipomember > 2013-09-09 14:58 | Report Abuse

it seems that lim does not want to continue with the discussion, however, your value insights are much appreciated Hjey

Posted by HJey > 2013-09-09 15:00 | Report Abuse

Ok, for the final part of limnagalim's trilogy

Based on current situation,

Is Cheetah a good stock?
Yes, if you are going to hold for long time and received dividend. I don't the know dividend yield, so I assume you get back all your investing capital within 10 years.

No, if you are looking for capital growth and don't have time to buy and hold.

End

Posted by limnagalim > 2013-09-09 15:01 | Report Abuse

ok.we all see at annual general meeting 2013.

Posted by Avocado_C > 2013-09-09 15:49 | Report Abuse

HJey, Crocodile and Lacoste are totally different company. Crocodile was from Hong Kong and Lacoste is a French clothing company. Also, Lacoste has a more upscale image compared to Crocodile.

Crocodile had a long standing dispute over the logo and clothing lines with Lacoste. Crocodile uses a crocodile logo that faces left while Lacoste uses one that faces right. The two fought for the logo rights in China, but eventually reached a compromise with Crocodile agreeing to change its logo to have a more vertical tail and more scales for its logo.

Posted by Ooi Teik Bee > 2013-09-09 15:54 |

Post removed.Why?

Posted by HJey > 2013-09-09 15:59 | Report Abuse

avocado_c, thanks, my mistake earlier in my previous comment.

Re-branding exercise from Lacoste. To change people perception of old brand to young brand

Posted by limnagalim > 2013-09-09 16:47 | Report Abuse

Cheetah welcome long term investor only.Short term people will lose money

Posted by Victorchan > 2013-09-09 18:11 | Report Abuse

Sometime inventories not equal to money.